Purchases and Sales Made in Q2 2024 in Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV) during Q2 2024. The information is specifically focused on institutions that hold shares of Elevance Health, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
808+ 14.27% |
$402K - $443K
|
6.47K
$2.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
801New |
$398K - $439K
|
801
$315K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
800+ 24.72% |
$398K - $438K
|
4.04K
$1.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
784+ 4.95% |
$390K - $429K
|
16.6K
$6.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
780+ 91.87% |
$388K - $427K
|
1.63K
$640K
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
780New |
$388K - $427K
|
780
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
773+ 1.06% |
$385K - $423K
|
74K
$29.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
771+ 21.79% |
$384K - $422K
|
4.31K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
769+ 66.52% |
$383K - $421K
|
1.93K
$757K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
765+ 0.84% |
$381K - $419K
|
91.5K
$36M
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
759+ 2.89% |
$378K - $416K
|
27K
$10.6M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
759New |
$378K - $416K
|
759
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
747New |
$372K - $409K
|
747
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
738+ 7.45% |
$367K - $404K
|
10.6K
$4.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
731+ 7.93% |
$364K - $400K
|
9.95K
$3.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
715+ 2166.67% |
$356K - $392K
|
748
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
705+ 4.06% |
$351K - $386K
|
18.1K
$7.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
704+ 100.57% |
$350K - $386K
|
1.4K
$552K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
703New |
$350K - $385K
|
703
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
692+ 142.09% |
$344K - $379K
|
1.18K
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
689New |
$343K - $377K
|
689
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
682New |
$339K - $374K
|
682
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
675+ 10.58% |
$336K - $370K
|
7.05K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
674+ 13.82% |
$335K - $369K
|
5.55K
$2.18M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
673+ 35.0% |
$335K - $369K
|
2.6K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
673+ 34.09% |
$335K - $369K
|
2.65K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
673New |
$335K - $369K
|
673
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
658+ 1.61% |
$327K - $360K
|
41.4K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
654+ 3.12% |
$325K - $358K
|
21.6K
$8.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
651+ 76.5% |
$324K - $357K
|
1.5K
$590K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
649+ 62.4% |
$323K - $356K
|
1.69K
$664K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
646+ 7.61% |
$321K - $354K
|
9.14K
$3.59M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
645New |
$321K - $353K
|
645
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
637+ 13.94% |
$317K - $349K
|
5.21K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
636+ 28.48% |
$316K - $348K
|
2.87K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
634+ 3.41% |
$315K - $347K
|
19.2K
$7.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
625+ 81.91% |
$311K - $342K
|
1.39K
$546K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
616+ 2.54% |
$306K - $337K
|
24.9K
$9.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
615+ 473.08% |
$306K - $337K
|
745
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
614+ 5.47% |
$305K - $336K
|
11.8K
$4.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Cowen And Company, LLC
|
BUY
|
- |
610New |
$303K - $334K
|
610
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
602+ 3.85% |
$299K - $330K
|
16.2K
$6.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
587+ 43.77% |
$292K - $322K
|
1.93K
$758K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
579New |
$288K - $317K
|
579
$228K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
578+ 43.49% |
$288K - $317K
|
1.91K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
563+ 15.68% |
$280K - $308K
|
4.15K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
557New |
$277K - $305K
|
557
$219K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
553+ 17.11% |
$275K - $303K
|
3.79K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
552+ 1.45% |
$275K - $302K
|
38.7K
$15.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
540+ 46.71% |
$269K - $296K
|
1.7K
$667K
|